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New and existing Wealth Management customers can get mortgage closing cost or interest rate discounts with Relationship Pricing.

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About Us

wealth Management provides information about and access to accounts and financial services provided by Wealth Management, N.A. and its affiliates in the United States and its territories. It does not, and should not be construed as, an offer, invitation or solicitation of services to individuals outside of the United States.

Terms, conditions and fees for accounts, products, programs and services are subject to change. Not all accounts, products, and services as well as pricing described here are available in all jurisdictions or to all customers. Your eligibility for a particular product and service is subject to a final determination by Wealth Management. Your country of citizenship, domicile, or residence, if other than the United States, may have laws, rules, and regulations that govern or affect your application for and use of our accounts, products and services, including laws and regulations regarding taxes, exchange and/or capital controls that you are responsible for following.

The products, account packages, promotional offers and services described in this website may not apply to customers of International Personal Bank U.S. in the WMgold® Private Client International, WMgold® International, WM International Personal, Citi Global Executive Preferred, and WM Global Executive Account Packages.

Dollars
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Euro
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Bitcoin
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Invest the way that works for you

Whether you prefer to invest on your own,

with an advisor or a combination of both,

Citi Personal Wealth Management can provide strategies to help you meet your goals.

 

 

OVERVIEW

 

Take control of your investments with Wealth Management Self Invest - a commission-free trading account, so you can be hands-on with your investments and manage your portfolio with more confidence.

 

KEY BENEFITS

 

>Make unlimited trades with no commissions and no minimum balance.

>Choose from wide range of stocks, ETFs and mutual funds.

>Explore guided content on financial wellness, investing and saving with       the Investor Learning Center.

>Gain access to financial Insights and market news.

Services

Market & Planning Insights
Financial Education
Explore Our Investment and Insurance Products

Fast Service
The Faster Payments Service (FPS) is Wealth management banking initiative to reduce payment times between our customer accounts to typically a few seconds, from the three working days that transfers usually take using the long-established BACS system.
Great Performance
Wealth Management has realized great progress since we engaged Bank Performance Group (BPG) in the summer of 2004. His assistance working with our lending staff has helped us achieve a reduction in classified assets by over 80% since that time. BPG also conducts quarterly independent loan reviews of our credit quality and loan administration systems to insure we continue to maintain controls over asset quality. I have given unconditional recommendations of Duane Lankard and BPG to community bankers.
Support
Citi helps to protect your accounts from day one.
From fraud to identity theft, our comprehensive suite of advanced security features and services help keep you protected.
Increase Revenue
revenue growth is the rate of increase in total revenues divided by total revenues from the same period in the previous year. Revenue growth can be measured as a percent increase from a starting point.

Why choose us?

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Local branches and ATMs
Our branchies are fast spreading and will be everywhere soon
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Security
From fraud to identity theft, our comprehensive suite of advanced security features and services help keep you protected.
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Online and app-based banking
Our online website make it easy for you to access and manage your account
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Testimonials

Team

JOHN WILSON
Manager
DAVID DICKSON
Manager
LEONARD EBNER
Assistant Manager
CAROL MCCUE
Assistant Manager

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